英伟达千亿美元投资OpenAI创纪录，台积电等台厂供应链全面受益

Group 1 - Nvidia announced a $100 billion investment in AI startup OpenAI to jointly build an AI data center, deploying 4 to 5 million Nvidia AI chips and establishing a total scale of 10GW of AI infrastructure, with the first facilities expected to be operational in the second half of 2026 [1][2] - This partnership is expected to trigger a new wave of AI demand, benefiting Taiwanese companies in the AI server supply chain, including TSMC, Hon Hai, Quanta, Delta Electronics, Lite-On, and Qisda [1] - Nvidia's stock price surged over 3.9% following the announcement, while TSMC's stock price increased by 3.47%, reaching a market capitalization of over NT$34.74 trillion [1] Group 2 - OpenAI will also invest over $100 billion to purchase Nvidia's next-generation Vera Rubin platform, which is said to outperform the current Blackwell architecture, generating an estimated revenue benefit of around $350 billion for Nvidia [2] - This investment represents Nvidia's largest investment commitment to date, with plans to deploy 4 to 5 million AI chips and create 10GW of AI infrastructure, with the first 1GW capacity system set to launch in the second half of 2026 [2] - Nvidia's CEO highlighted that the 10GW infrastructure is equivalent to the total chip shipments for the year, indicating a significant increase in production capacity compared to the previous year [2] Group 3 - OpenAI's CEO emphasized that computational infrastructure will be the foundation of the future economy, and the collaboration with Nvidia aims to create new AI breakthroughs and empower individuals and businesses on a large scale [3] - Nvidia will invest cash in phases, with the first $10 billion allocated after the deployment of the first 1GW facility, potentially acquiring about 2% equity in OpenAI based on its current $500 billion valuation [3] - This partnership signifies Nvidia's transition from a pure hardware supplier to an equity partner in AI infrastructure, potentially generating billions in revenue and solidifying its dominance in the AI chip market while mitigating threats from competitors like AMD [3]